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Planning for the Future: What You Need to Know about Memorial Planning

When it comes to final arrangements, it’s never going to be easy. Thinking about the memorial service of a close relative, or even your own memorial service, is sure to be emotional – but it’s something we should all think about sooner rather than later. For the sake of ourselves and our loved ones, it’s important to plan for the future.   Just bec...Read More

Planning for the Future: What You Need to Know about Memorial Planning

When it comes to final arrangements, it’s never going to be easy. Thinking about the memorial service of a close relative, or even your own memorial service, is sure to be emotional – but it’s something we should all think about sooner rather than later. For the sake of ourselves and our loved ones, it’s important to plan for the future.   Just bec...Read More

Tax Deductions for Independent Living Community Residents

Retiring means a lot of things, like finally having all the time to do what you’ve always wanted without having to worry about holding down a nine-to-five. Being retired is about embracing that freedom in a major way. Yet in order to enjoy your newfound freedom, you do need to ensure you have the resources to do so. No longer having to work also me...Read More

Some Tips: Let’s Plan For Healthcare Needs During Retirement

The average total cost of healthcare in retirement for individuals age 70 and over is about $122,000 per person.1 As healthcare costs continue to rise, those in or nearing retirement are increasingly concerned about how they will manage healthcare expenses over a period of 20 or more years in retirement. This can be particularly concerning for wome...Read More

How to Evaluate Your Finances for Retirement

Retirement is an exciting time in your life. Finally, you get to leave the rat race and concentrate on doing what you want! No more punching that time clock – now you can travel, spend time with friends and family, and just simply enjoy the good life. That is, as long as you can afford to do so; the biggest hurdle to overcome when it comes to retir...Read More

Can We Put Retirement First – And STILL Help With College?

Sparing a loved one from college debt at the expense of your own future is a failing strategy. Here’s a better approach. As parents and grandparents, we want our offspring to have it easier than we did growing up. So it’s only natural to want to lessen their financial burden when it comes to college. And while you’ve likely heard the advice from mo...Read More

Downsizing: What to Save – What to Keep – and What Your Kids Don’t Want!

When you’re downsizing your home, it can suddenly seem like the things you own are a burden. You can’t take all your furniture with you, and some of the smaller items need to go, as well. After you’ve cleared out the clutter, made donations to charity and let your kids take away what they want, what’s next?

Great Books on Dementia – For Those of Us Concerned about Aging Loved Ones

There’s a common misconception that people with dementia can’t maintain meaningful relationships. But 80 percent of people with dementia can effectively communicate, and approximately one-third of them can make important decisions, one study found. The best books on dementia break down barriers and provide helpful strategies to make those types of ...Read More

9 Tips for Successful Volunteering During Covid-19 – and Beyond

Masks. Lockdown. Quarantine. Those are a few of the words that sum up life during the COVID-19 pandemic. However, if you look deeper you’ll also find: Togetherness. Opportunity. Volunteering. The needs of nonprofits and charities for volunteer assistance have continued unabated during the pandemic, and for many have increased exponentially. Alicia ...Read More

6 regrets you don’t want to have as you get older

Wouldn’t that be amazing if we could live a life without absolutely any regrets? The best we can do in life though is try not to do things we will inevitably regret later. Here are 6 regrets you do NOT want to have in your life.

How Successful Aging is More Than Just Retirement

As we age, there’s a stigma about whether we’re doing it all the right way. Successful aging is a concept that’s been around since the 1950s but only became popular in the 1990s with the book, Successful Aging.

Why You Should Start Planning Your Retirement NOW!

Real talk, everyone – things are pretty nuts out there right now. You know the old curse “may you live in interesting times?” Well, times can’t get much more interesting than living through a global pandemic! Right now may seem like the worst time to start planning for major life-changing events like your retirement. Yet you’d be surprised that, ev...Read More

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